Meet Michael
Michael Lynch Financial Advisor
Financial Advisor holding the fiduciary (Series 65) and Life & Health insurance licenses
Michael has been helping clients understand their financial possibilities and guiding them to reach their goals. He is driven to help clients find the relief and confidence that comes from truly understanding their financial situation.
Michael has always had a passion for finance and helping people progress. He now specializes in helping clients map out their financial goals and timelines. He believes that financial planning at its core is about listening to people’s objectives, concerns, experiences, and helping people reach their goals.
When he’s not helping clients, Michael enjoys staying active whether he is running, playing golf, or rock climbing. He often visits his family cottage in Crivitz Wisconsin, where he appreciates spending time with his family
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Retirement Income Strategies
Life Insurance
Wealth Management
Tax-Efficient Strategies
Investments
Long-Term Care
IRA/401(k) Rollovers
IRA Legacy Planning
Asset Protection
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Meet with Us
To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!